Location

Industry

Applications Replaced

Solutions

"Being able to know our financial position anywhere at anytime—it's hard to say how valuable that is. With NetSuite there's nothing we needed functionality-wise that we couldn't get."
Institute of HeartMath

Easily customised fields allow the organisation to track constituents across three divisions of the company—education, research and fundraising—and across two websites.

Saved a full-time IT manager to maintain a new system for the organisation.

CFO and bookkeeper working remotely have real-time browser-based access to financial data from anywhere.

NetSuite seamlessly integrates with fulfilment house through an API to automatically update sales orders and billing to provide drop shipping for constituents, replacing a labour-intensive, time-intensive fax-based system, saving the equivalent of one staff person.

Constituents's data entered into webforms goes directly into the CRM system, giving the organisation a 360-degree-view of customers, improving customer service and marketing.

Challenges

Existing systems were "the proverbial spaghetti," making accessing data difficult and cumbersome.

Small staff did not have the technical skills to implement a large, on-premise system.

Solution

The HeartMath Institute launched a comprehensive NetSuite system after evaluating a custom approach and Serenic software.

NetSuite's full suite provides CRM, ecommerce, financials and reporting capabilities at a discount through the NetSuite.org corporate citizenship programme and available pro bono services from the SuiteVolunteers.